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AR Account Statements

AR statements are easily managed with the MyPMS system. From the AR page you can directly export a statement to PDF, XSL, CSV format or click on HTML and the system will open the statement in a new printer friendly window.

While managing an individual statement you can print a copy of that statement by simply clicking Print Statement in the upper right hand corner. To view the payment history for any line item click the history link.

Understanding Statements

Statements (OPEN)

• Statement #: Number assigned to statement
  
• Open Folios: Number of open folios for all AR accounts
  
• Total: Total $ amount of each Statement.
  
• Balance: Balance of Statement, this is amount due or credit balance of AR account.
  

• Statement: Export to PDF, EXCEL or as a CSV file. Click on HTML to open in a new browser window.

Statements will display OPEN Statements by default (See figure 1). To see all Statements click on Show Closed | Show All. (See figure 2)

Statements (All):

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